Institutions / Cardinal Strategic Wealth Guidance
Cardinal Strategic Wealth Guidance
CIK 1801989 · Institution · as of Dec 31, 2025
Portfolio value
$382.66M
Positions
59
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 59 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $89.79M | 23.5% |
| iShares Tr | $56.18M | 14.7% |
| iShares MSCI UAE ETF | $31.67M | 8.3% |
| iShares Inc | $24.62M | 6.4% |
| iShares Tr | $23.56M | 6.2% |
| iShares Tr | $22.30M | 5.8% |
| iShares Tr | $19.53M | 5.1% |
| SPDR Series Trust | $18.32M | 4.8% |
| iShares Tr | $12.27M | 3.2% |
| World Gold Tr | $11.38M | 3.0% |
| BlackRock ETF Trust | $8.09M | 2.1% |
| iShares Tr | $7.84M | 2.0% |
| Invesco Exch Traded Fd Tr II | $7.50M | 2.0% |
| J P Morgan Exchange Traded F | $6.94M | 1.8% |
| Global X Fds | $4.48M | 1.2% |
| iShares MSCI UAE ETF | $3.42M | 0.9% |
| Microsoft Corp | $3.15M | 0.8% |
| Apple Inc. | $2.97M | 0.8% |
| iShares Tr | $2.82M | 0.7% |
| BlackRock ETF Trust II | $2.79M | 0.7% |
| iShares MSCI UAE ETF | $2.74M | 0.7% |
| Abrdn Silver ETF Trust | $2.51M | 0.7% |
| Alphabet Inc. | $1.49M | 0.4% |
| Home Depot, Inc. | $1.25M | 0.3% |
| JPMorgan Chase & Co | $1.16M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.